Скачать или смотреть Episode 13: Level Up From Solo Advisor to a Real Team

Today’s episode cuts straight to the truth. Most people think they’re “all set” with an advisor, but the industry has changed and the stakes have never been higher. Ken Moran joins me to break down how real financial planning works today, why late-life healthcare is now wealth management, and why a team always beats a solo advisor.

If you’re 50+, building wealth, or preparing for retirement, you cannot afford to miss this one. Stress reduction, lifetime income, tax changes, Social Security risk, long-term care realities it’s all here. Your future self will thank you.

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00:00 Meet Ken Moran and where great advisors come from
01:40 Why Ken chose financial services
03:50 How the industry evolved from product sales to real planning
06:40 The real power of team planning and lifetime income
12:20 Healthcare fear, Medicare, Medicaid, and long-term care realities
18:50 Levelling up your advisor and why comprehensive planning matters

#FinancialPlanning #RetirementPlanning #LifetimeIncome #TaxStrategy #SmartFinancial #WealthManagement #Medicare #LongTermCare #FinancialAdvisor